+300.8%
AXTI vs SPGI
+2.7%
+298.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -3.1% |
| 7D | +7.6% | +1.2% | +6.4% | +8.6% |
| 30D | -32.1% | +15.9% | -48.0% | -23.2% |
| 3M | -46.0% | +12.3% | -58.3% | -39.1% |
| 6M | -65.7% | +23.7% | -89.4% | -60.0% |
| YTD | +155.9% | -3.5% | +159.5% | +220.9% |
| 1Y | +300.8% | +0.4% | +300.4% | +452.3% |
| All | +300.8% | +2.7% | +298.0% | +452.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling